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Death, Taxes, and Indium Phosphide Shortage
There will be a massive shortage. But not in the way you think.
Jun 26
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Optical Circuit Switching 101: Better Than CPO?
Switch primer, OCS vs EPS, Spine Switch Replacement, Scale-Up OCS, TPU Superpod OCS, Types of OCS, OCS market modeling, Lumentum, Coherent, and a hidden…
Jun 19
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Portfolio Review | May 2026 (+26%, +167% YTD)
may
Jun 13
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5
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Optical Illusion: CPO is Dead, Long Live NPO
SemiAnalysis "CPO Delay" Selloff & NPO Mass Adoption Rumors
Jun 10
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2
13
Computex 2026 Review (ft. Lumentum & the CPO Endgame)
Jason's Chip Trip. Computex from an investor's POV. Lumentum to the moon.
Jun 6
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May 2026
Sivers Semiconductors Earnings Review Q1 2026 (Free)
Can I pay my bills with opportunity?
May 29
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Soitec Earnings Review Full Year FY26
Soy
May 28
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Sivers Semiconductor | The Most Overvalued Stock in Optics (Free)
Crusade against the pump and dump
May 28
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10
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Why This Chip Company Is My Biggest Position
Read article read article read article read article read article read article read article read article read article read article read article read…
May 27
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5
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Economics of the Singularity | ALL STOCKS ARE UNDERVALUED
Tokenmaxxing is about to agentmog the Shiller CAPE-cels
May 25
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3
15
CPO Supply Chain 101
InP Substrate, Epitaxy, Laser, Optical Engine. AXTI, LITE, AIXA, COHR, SOI, TSEM
May 22
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129
15
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Cerebras Full Investment Analysis (Free)
Technical Foundations (Nightmare Compiler, Yield, PVT Calibration, Pipeline Parallelism, I/O Bandwidth and Memory Constraints) and Investment Analysis…
May 21
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